Intelligence Driven Advisers’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Intelligence Driven Advisers’s Portfolio EMGF Stock Details EMGF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,357	Closed	-$416K	–	95
2023 Q3	$416K	Sell	10,357 -9,630	-48%	-$405K	0.07%	57
2023 Q2	$818K	Sell	19,987 -219,562	-92%	-$9.05M	0.14%	46
2023 Q1	$9.9M	Buy	239,549 +8,458	+4%	+$355K	1.78%	18
2022 Q4	$9.89M	Sell	231,091 -7,766	-3%	-$315K	1.81%	17
2022 Q3	$9.55M	Sell	238,857 -49,664	-17%	-$2.11M	1.92%	18
2022 Q2	$12.1M	Buy	288,521 +142,024	+97%	+$6.49M	2.37%	14
2022 Q1	$7.11M	Buy	+146,497	New	+$7.32M	1.3%	25

Other funds holding EMGF

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Intelligence Driven Advisers's EMGF Position: Q4 2023 in Review

Intelligence Driven Advisers sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q4 2023, closing a stake of 10,357 shares — an estimated $416K sold.

Intelligence Driven Advisers first reported a position in EMGF in Q1 2022 and held it in 7 quarters. The position peaked at $12.1M in Q2 2022. 136 funds tracked by Wall St. Rank hold EMGF as of Q4 2023.

Intelligence Driven Advisers reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q4 2023 after selling out during the quarter.
Intelligence Driven Advisers sold 10,357 iShares Emerging Markets Equity Factor ETF shares in Q4 2023, an estimated $416K.
Intelligence Driven Advisers first reported a position in iShares Emerging Markets Equity Factor ETF in Q1 2022 and held it in 7 quarters.
Intelligence Driven Advisers's iShares Emerging Markets Equity Factor ETF position peaked at $12.1M in Q2 2022.
136 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q4 2023.

Based on Intelligence Driven Advisers's 13F filing for Q4 2023, filed 6 Feb 2024.